Mitchell started his career in the financial services industry as an Investment Analyst intern at a local bank. He joined Baird in May 2020. At Baird, Mitchell has developed a strong foundation in client service and financial planning, and he is now focused on growing his advisory practice, with an emphasis on building relationships and helping clients achieve their long‑term financial goals.
Mitchell received bachelor’s degrees in both Finance and Economics from the University of Southern Indiana. He holds his series 7 & 66 as well as the CFP® designation and CDFA® designation. He also earned his master’s degree in Personal Financial Planning.
He resides in Huntingburg with his wife, Lauren and daughter, Pieper, where they are members of St. Mary’s Catholic Church. He enjoys being involved in the community as he serves as President of the YMI and Raider Legacy and holds a position on the VUJC Foundation Board.
In his free time, he enjoys being outside and tending to his garden as well as participating in church league softball and his local bowling league.
Why Baird?
Mitchell Mundy is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 100 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.